Mark brings 30 plus years of public accounting and tax experience. His emphasis is on investment management and tax planning for families and small businesses. He has been an Investment Advisor Representative since 1997. Mark manages over $25 million in assets utilizing modern portfolio theory, which focuses on asset accumulation, protection, and distribution strategies. Estate, trust, and long-term care planning adds to his wealth management philosophy.
*Protection is positioned as an investment goal. Investing in certain securities may help to hedge against certain risks, but does not imply any guarantee from loss.